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Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.


Focused on your dream of starting a business? Don't lose sight of your personal financial goals. Let's set up time to explore ways to protect your personal finances and strengthen your financial plan as you grow your business. See thrivent.com/social for important disclosures.

Focused on your dream of starting a business? Don't lose sight of your personal financial goals. Let's set up time to explore ways to protect your personal finances and strengthen your financial plan as you grow your business. See thrivent.com/social for important disclosures.


As you help your child prepare for college, make sure to add the FAFSA to your to-do list. By submitting the application, you can help maximize the financial aid support and avoid surprises. Learn more: https://bit.ly/4gkcb54

As you help your child prepare for college, make sure to add the FAFSA to your to-do list. By submitting the application, you can help maximize the financial aid support and avoid surprises. Learn more: https://bit.ly/4gkcb54


If you’re age 55 or older, you may be able to access your 401(k) early. Reach out to learn more about the rule of 55 and how it may impact your retirement planning. See thrivent.com/social for important disclosures.

If you’re age 55 or older, you may be able to access your 401(k) early. Reach out to learn more about the rule of 55 and how it may impact your retirement planning. See thrivent.com/social for important disclosures.


Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA


Building a business often means sacrificing your time, energy—and even your financial security—to bring your vision to life. That's why personal financial planning is so important, especially early on. Early-stage entrepreneurs may face: ✅ Unpredictable income ✅ Tax complexity ✅ Blurred lines between personal and business finances ✅ High debt levels ✅ Difficulty saving for the future A thoughtful plan can help protect what you're building and support your long-term goals. Not sure where to start? Let's talk. Together, we can create a financial plan that helps you grow your business with confidence. See thrivent.com/social for important disclosures.

Building a business often means sacrificing your time, energy—and even your financial security—to bring your vision to life. That's why personal financial planning is so important, especially early on. Early-stage entrepreneurs may face: ✅ Unpredictable income ✅ Tax complexity ✅ Blurred lines between personal and business finances ✅ High debt levels ✅ Difficulty saving for the future A thoughtful plan can help protect what you're building and support your long-term goals. Not sure where to start? Let's talk. Together, we can create a financial plan that helps you grow your business with confidence. See thrivent.com/social for important disclosures.


Is college getting closer, but your savings aren’t where you’d hoped? With a clear plan, you can still make meaningful progress. Here are some strategies to help you close the gap and move forward with confidence: https://bit.ly/4lmnVpW

Is college getting closer, but your savings aren’t where you’d hoped? With a clear plan, you can still make meaningful progress. Here are some strategies to help you close the gap and move forward with confidence: https://bit.ly/4lmnVpW


If you’re taking out loans for college, now’s the time to get organized. Many students graduate with multiple loans, and it’s easy to lose track along the way. While repayment may feel far off, staying on top of your loans now can help you avoid costly surprises later. Keep a running list that includes: ✅ Loan type and interest rate ✅ Lender or loan servicer ✅ Amount borrowed ✅ Estimated monthly payment Keeping tabs on your debt can help you make smarter borrowing decisions today—and be better prepared for repayment after graduation. Need help navigating your loan strategy or exploring other ways to pay for college? Let’s connect. Together, we can compare your options and build a plan to help you succeed. See thrivent.com/social for important disclosures.

If you’re taking out loans for college, now’s the time to get organized. Many students graduate with multiple loans, and it’s easy to lose track along the way. While repayment may feel far off, staying on top of your loans now can help you avoid costly surprises later. Keep a running list that includes: ✅ Loan type and interest rate ✅ Lender or loan servicer ✅ Amount borrowed ✅ Estimated monthly payment Keeping tabs on your debt can help you make smarter borrowing decisions today—and be better prepared for repayment after graduation. Need help navigating your loan strategy or exploring other ways to pay for college? Let’s connect. Together, we can compare your options and build a plan to help you succeed. See thrivent.com/social for important disclosures.


There are many different ways to prepare for a college education—whether it's for your child or yourself. Let's set up time to discuss what options are right for you. See thrivent.com/social for important disclosures.

There are many different ways to prepare for a college education—whether it's for your child or yourself. Let's set up time to discuss what options are right for you. See thrivent.com/social for important disclosures.


Thinking about tapping your retirement fund for college costs? Here’s why it’s usually not a good idea: ➡️ You can borrow for college—but not for retirement. ➡️ While you may qualify for a penalty-free withdrawal for qualified higher education expenses, early withdrawals can lead to long-term setbacks—and tax obligations. If you're helping your child pay for school, consider other options first. If you're going back to school yourself, the answer might be different. Not sure what’s right for you? Get in touch—together, we can walk through your options. See thrivent.com/social for important disclosures.

Thinking about tapping your retirement fund for college costs? Here’s why it’s usually not a good idea: ➡️ You can borrow for college—but not for retirement. ➡️ While you may qualify for a penalty-free withdrawal for qualified higher education expenses, early withdrawals can lead to long-term setbacks—and tax obligations. If you're helping your child pay for school, consider other options first. If you're going back to school yourself, the answer might be different. Not sure what’s right for you? Get in touch—together, we can walk through your options. See thrivent.com/social for important disclosures.